Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alexis Conner

Tulsa,Ok

Summary

Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring 9+ years of experience and take on challenging new role.

Overview

10
10
years of professional experience

Work History

Finance Controller

Baytide Petroleum, +7 Other Companies
05.2023 - Current
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Recommended investments and investment timing to companies, investment firm staff, and public.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
  • Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.

Bookkeeper

MTS Logistics
03.2023 - 06.2023
  • Maintained and processed invoices, deposits, and money logs.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reconciled and corrected issues with financial records.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Identified accounting errors when cross-referencing documents and database information.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.

Senior Accountant

PMI Green
07.2022 - 02.2023
  • Prepared monthly journal entries and reconciliations.
  • Reconciled accounts and created documents for monthly closure procedures.
  • Completed year-end closing processes with controllers and external auditors.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Updated general ledger with latest entries.
  • Reconciled balance sheets and streamlined best practices for balance sheet processes.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
  • Oversaw accounting team in servicing diverse clients.

Account Manager

Securitas
09.2020 - 07.2022
  • Balanced ledgers and accounts to identify discrepancies
  • Reviewed invoices and payments for accuracy before processing
  • Updated QuickBooks to reflect current financial records
  • Processed and issued employee paychecks and statements of earnings and deductions
  • Performed financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal
  • Reconciled and noted and reported discrepancies found in records
  • Monitored accounts payable transactions for accuracy and proper general ledger posting
  • Proofed invoices for typographical, contract rate and mathematical accuracy
  • Completed variance analysis of balance sheets and income statements to identify and resolve general ledger discrepancies
  • Posted and submitted electronic invoices through job-related software for major clients
  • Prepared periodic reports to compare budgeted costs to actual costs
  • Computed taxes owed and prepared tax returns, ensuring compliance with payment, reporting and other tax requirements
  • Introduced new processes to improve data analysis.
  • Researched emerging industry trends, applications and concepts to enhance products and services.

Owner

Hot Springs Taxi Inc
06.2013 - 12.2021
  • Educated clients on new products or services to increase customer engagement
  • Set clear sales goals to identify activities and behaviors
  • Built and strengthened long-lasting client relationships
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions
  • Built relationships with customers and community to promote long term business growth
  • Managed 150+ employees by supervising daily tasks
  • Had many successful years exceeding our previous earnings from our predecessor by a $1.5 million growth a year
  • Began " Second Chances Program" in the city of Hot
  • Springs for previous felonsManaged day-to-day business operations
  • Performed statistical analyses to gather data for operational and forecast team needs
  • Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for my organization
  • Enhanced operational efficiency and productivity by managing budgets, accounts and costs
  • Created and monitored promotional approaches to increase sales and profit levels
  • Used knowledge of market trends to create value- added solutions resulting in significant increase in revenues
  • Maintained up-to-date administrative records to monitor operational conditions
  • Discovered areas of improvement by generating quarterly operational and sales reports
  • Reconciled daily sales, returns and financial reports in QuickBooks
  • Conducted target market research to discover customer needs and analyze competitor trends
  • Established, optimized and enforced business policies to maintain consistency across industry operations
  • Prepared annual budgets with controls to prevent overages
  • Generated revenues yearly and effectively capitalized on industry growth
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.

Education

Bachelor of Science - Accounting Candidate

Southeastern Oklahoma State University
Durant, OK
05.2024

Associate of Science - Business Management

University Of Phoenix
Tempe, AZ
05.2014

High School Diploma -

Hall High School
Little Rock, AR
05.2010

Skills

  • Accounting and Bookkeeping
  • Vendor Management
  • Budget Administration
  • Accounting Records Analysis
  • Audit Financial Records
  • Resource Monitoring and Control
  • Intuit QuickBooks
  • Sage 50 Accounting Software
  • General Ledger Accounting
  • Payroll
  • Financial Planning
  • High-Volume Environments
  • Creating year and month end financials

Timeline

Finance Controller

Baytide Petroleum, +7 Other Companies
05.2023 - Current

Bookkeeper

MTS Logistics
03.2023 - 06.2023

Senior Accountant

PMI Green
07.2022 - 02.2023

Account Manager

Securitas
09.2020 - 07.2022

Owner

Hot Springs Taxi Inc
06.2013 - 12.2021

Bachelor of Science - Accounting Candidate

Southeastern Oklahoma State University

Associate of Science - Business Management

University Of Phoenix

High School Diploma -

Hall High School
Alexis Conner